sp_eqr
Electric Quarterly Reports

Current Status

Report Name

Change Summary

Effective Date

Description

Template

Sample

sp_eqr Modified. No change in report structure. The description for "Customer Company Name" column has been updated. 07.01.2013 PDF Not available CSV, CSV and CSV
Access FERC Electric Quarterly Reporting Information
Access FERC EQR Initial and Resettlement Timeline

View Archived Status at the foot of this page

 

SP_EQR – Electric Quarterly Reports – Rev 2

Availability: After the issuance of the Monthly Services Invoice (the Invoice issued on or about the first Monday after the tenth calendar day of a month) for any items that were included in the Monthly Services Invoice for any settlements that are billed immediately following the month; and any time a resettlement is issued.

Disclaimer - The information in this report is provided to facilitate EQR reporting by Market Participants.  Market Participants are responsible to ensure the accuracy of data that they submit to the Federal Energy Regulatory Commission.

REPORT COLUMN

DESCRIPTION

Transaction Unique Identifier

The first record of each Customer file will start with T######## and increment upward by one (new number per record). Begins with T01000000

Seller Company Name

Customer name on file at ISO-NE

Customer Company Name

‘ISO New England’; or for bilateral transactions, the name of the counterparty

Tariff Reference

‘FERC TARIFF REFERENCE’

Contract Service Agreement ID

‘ISO-NE MPSA’

Trans ID

The format is NE########. Numbers increment upward by one (new number per record). The numbers following 'NE' will match the numbers following 'T' in the transaction_unique_identifier column.

Transaction Begin Date

Begin timestamp for the time interval that the record applies to (Hour, Day, or Month). Format is YYYYMMDDHHMM

Transaction End Date

End timestamp for the time interval that the record applies to (Hour, Day, or Month). Format is YYYYMMDDHHMM

Trade Date

The date upon which the transaction price became a legally binding.

Exchange/Brokerage Service

This is blank.

Type of Rate

Transactions with the ISO shall be ‘RTO/ISO’.  Bilateral Contracts shall be blank. 

Time Zone

'ES' (Eastern Standard) and 'ED' (Eastern Daylight)

  • 25 hour day - Hour Ending 2 repeated (First Hour Ending 2 record will have time_zone = 'ED', the second Hour Ending 2 record will have time_zone = 'ES').
  • 23 hour day - Hour Ending 3 will not exist.

Point Of Delivery Control Area

‘ISNE’

Specific Location

For settlements that are generic to ISO-NE, use '32', which represents the New England control area.
For settlements that are specific to a generator, use generator's location ID.
For settlements that are specific to a load zone, use the load zone' location

Class Name

'NA'

Term Name

‘ST’ because all settlements are less than one year

Increment Name

Appropriate value for the record M = Monthly, D = Daily, H = Hourly

Increment Peaking Name

Hourly settlements - 'P' or 'OP' based on ISO-NE's definition of Peak/Off-Peak
Daily and Monthly - 'N/A' for uplifts and 'FP' for Full Period Voltage and for Black Start

Product Name*

Populated in accordance with ISO-NE Settlements to FERC EQR Product mapping

Transaction Quantity*

FLAT RATE settlements will always be 1. All other settlements will be the appropriate quantity value (see ISO-NE Settlement to FERC EQR Product Mapping).

Transaction Price*

FLAT RATE settlements will always be equal to the Transaction Charge column.
Rest will be the appropriate Price (see ISO-NE Settlements to FERC EQR Product Mapping).

Units

FLAT RATE settlements will always be 'FLAT RATE'
All others will be the appropriate Unit (see ISO-NE Settlements to FERC EQR Product Mapping).

Standardized Quantity

Populated for Energy and Capacity transactions.  All others shall be blank, (see the ISO-NE Settlement to FERC EQR Product Mapping).
The format is up to 6 decimal places. 

Standardized Price

Populated for Energy and Capacity transactions.  All others shall be blank, (see the ISO-NE Settlement to FERC EQR Product Mapping).
The format is up to 6 decimal places. 

Total Transmission Charge

0 - No transmission charges will be reported by ISO-NE.

Transaction Charge

FLAT RATE settlements will always be equal to the Price column.
All other settlements, Transaction Charge = Transaction Quantity * Price
Carry out to number 2 places beyond decimal point.

Source Settlement*

Contains the name of the ISO-NE settlement associated with the given record

MIS Report*

Contains the MIS report(s) which contains the settlement.

Reporting Trigger*

Contains the reporting trigger that was tripped to create the given record.

* Please see the “FERC Electric Quarterly Reporting” webpage for additional information.

 

Archived Status

Report Name

Change Summary

Effective Date

sp_eqr Modified. Removed Customer Duns Number column. Added Trade Date, Exchange/Broker Service, Type of Rate, Standardized Price and Standardized Quantity columns to report structure. Line items 1, 63 and 71 shall no longer be reported. New line items 74 to 89 have been added. 7.01.2013
sp_eqr Modified. No change in report structure, a new line item "OATT Schedule 16: Blackstart Payment" will be reported effective January 2013. Existing line item "OATT Schedule 16: Black Start Payment" will include the final month of December 2012. 01.01.2013
sp_eqr Modified. For Source Settlement "OATT Schedule 2: CC Payment" Units will be changed to read "N/A" from "$/kVAR-MO". 07.13.2012
sp_eqr Modified. No change in report structure, a new line item "Transitional Demand Response" will be reported. 06.01.2012
sp_eqr

Modified. Effective with the November EQR 2011 initial settlement report to be generated and distributed with the December 2011 Monthly Services Invoice and any reports regenerated from a previous timeframe, the following changes in Source Settlement apply:

  • From "Forward Reserve Market: TMNSR Pmt (ASM 2)" to read "Forward Reserve Market: TMNSR Pmt"
  • From "Forward Reserve Market: TMOR Res Pmt (ASM 2)" to read "Forward Reserve Market: TMOR Pmt"
  • From "OATT Schedule 16: Black Start" to read "OATT Schedule 16: Black Start Payment"
  • From "Real Time Reserve Market: TMSR Payment" to read "Real-Time Reserve Market: TMSR Pmt"
  • From "Real Time Reserve Market: TMNSR Payment" to read "Real-Time Reserve Market: TMNSR Pmt"
  • From "Real Time Reserve Market: TMOR Payment " to read "Real-Time Reserve Market: TMOR Pmt"
  • From "NCPC - Min Gen Emergency" to read "NCPC - Minimum Generation Emergency"
  • From "Forward Reserve Market: TMNSR Failure to Reserve Penalty" to read "Forward Reserve Market: TMNSR Failure-to-Reserve Penalty"
  • From "Forward Reserve Market: TMOR Failure to Reserve Penalty" to read "Forward Reserve Market: TMOR Failure-to-Reserve Penalty"
  • From "Forward Reserve Market: TMNSR Failure to Activate Penalty" to read "Forward Reserve Market: TMNSR Failure-to-Activate Penalty"
  • From "Forward Reserve Market: TMOR Failure to Activate Penalty" to read "Forward Reserve Market: TMOR Failure-to-Activate Penalty"

The following changes in MIS Report for given Source Settlements apply:

  • For Source Settlement "Forward Capacity Market - FCM Net Supply Credit" to read "SD_FCMNSCDTL"
  • For Source Settlement "NCPC - Day Ahead" to read "SD_DANCPCPAYMENT"
  • For Source Settlement "NCPC - Minimum Generation Emergency" to read "SS_NCPCMGE"

The following changes in Units for given Source Settlements apply:

  • For Source Settlement "OATT Schedule 16: Black Start Payment" to read "$/MW-MO"
  • For Source Settlement "OATT Schedule 2: CC Payment" to read "$/kVAR-MO"

The following changes in Increment Name for given Source Settlements apply:

  • For Source Settlement "OATT Schedule 2: Cost of Energy Consumed" to read "H"
  • For Source Settlement "OATT Schedule 2: Cost of Energy Produced" to read "H"

The following change in Product Name for given Source Settlement applies:

  • For Source Settlement "Real-Time Reserve Market: TMSR Pmt" to read "SPINNING RESERVE"

The following termination date for given Source Settlement applies:

  • For Source Settlement "Reliability Agreements" termination date  "02/01/2011"
11.21.2011

sp_eqr

Existing. Added additional language to the "Note:" section.

10.01.2006

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